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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-20 |
| SC | RA | APPROVED | 2026-05-20 |
| AZ | RA | APPROVED | 2025-06-18 |
| WA | RA | APPROVED | 2025-06-10 |
| CO | RA | APPROVED | 2025-06-09 |
| FL | RA | APPROVED | 2025-06-09 |
| GA | RA | APPROVED | 2025-06-09 |
| ID | RA | APPROVED | 2025-06-09 |
| UT | RA | APPROVED | 2025-06-09 |
| TX | RA | APPROVED_RES | 2025-06-07 |
| CA | RA | APPROVED | 2025-05-05 |
Branch Locations
818 North Mountain Ave. Suite #200, Upland, CA 91786 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centaurus Financial Inc | Anaheim | CA | 10/2011 | 11/2023 |
| Advantage Real Estate | Chino Hills | CA | 03/2011 | 11/2023 |
| Wells Fargo Clearing Services, Llc | Irvine | CA | 11/2023 | 03/2025 |
| Secure Investment Management, Llc | Tucson | AZ | 04/2025 | 04/2025 |
| Centaurus Financial, Inc. | Anaheim | CA | 05/2025 | Present |
1. 1ON1 FINANCIAL POSITION: CAO NATURE: For branding purposes only. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 35 START DATE: 04/30/2025 ADDRESS: 818 N. Mountain Ave., Ste 200, Upland CA 91786, United States DESCRIPTION: For branding purposes only. 2. FINANCIAL FITNESS POSITION: Co-host NATURE: Technology and communications based. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 3 START DATE: 05/29/2025 ADDRESS: 818 N Mountain Ave, Suite 200, Upland CA 91786, United States DESCRIPTION: Podcast audio and video setting. Outlining and scripting for upcoming podcasts. Operationally open discussion format with guests and other hosts. 3. HOMEQUEST REAL ESTATE POSITION: Sales Person Agent NATURE: I represent buyers, sellers, leasers, in real estate transactions. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 4 START DATE: 03/24/2025 ADDRESS: 14772 Pipeline Ave., Ste C, Chino Hills CA 91709, United States DESCRIPTION: Sales Person Agent, providing real estate services. 4. JENNIFER L. FIELD ESQ. ESTATE PLANNING POSITION: Estate Planner NATURE: The Law Office of Jennifer L. Field / Estate Planning INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 06/10/2025 ADDRESS: 818 N. Mountain Ave., Suite 200, Upland, CA CA 91786, United States DESCRIPTION: Help to facilitate the establishment of estate planning documents with attorneys through The Law Office of Jennifer L. Field. 5. AMERIESTATE LEGAL PLAN POSITION: Coordinator NATURE: Administrative INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/19/2025 ADDRESS: 818 N. Mountain Ave, Upland CA 91786, United States DESCRIPTION: Help Facilitate the establishment of estate planning documents with attorney's and staff members through AmeriEstate Legal Plan. 6. BUSINESS COACH POSITION: Business Coach NATURE: Coaching/providing tailored guidance to improve performance, clarify vision, develop leadership & administrative skills, and solve specific operational, technical, and strategic challenges. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 02/27/2026 ADDRESS: 818 N. Mountain Ave., Suite 200, Upland CA 91786, United States DESCRIPTION: I work with clients as a strategist and accountability partner to individuals, business owners, and businesses, helping them bridge the gap between their current business state and their goals through the implementation of technologies and operational processes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-22 |
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